Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,837
Closed -$251K 98
2024
Q3
$251K Buy
+1,837
New +$251K 0.05% 89
2024
Q1
Sell
-2,405
Closed -$220K 117
2023
Q4
$220K Sell
2,405
-445
-16% -$40.7K 0.05% 99
2023
Q3
$223K Sell
2,850
-48
-2% -$3.76K 0.05% 94
2023
Q2
$243K Buy
+2,898
New +$243K 0.06% 98
2022
Q4
Sell
-2,253
Closed -$208K 108
2022
Q3
$208K Buy
+2,253
New +$208K 0.06% 85